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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
1476
Rogco LP
Oklahoma
$12.1K – – –
VNA
1477
Valley National Advisers
Pennsylvania
$12K – – –
SWIM
1478
Smallwood Wealth Investment Management
New Jersey
$11.9K – – –
RIM
1479
Ryan Investment Management
Colorado
$11.9K +$11.2K +65 New
YDMI
1480
Y.D. More Investments
Israel
$11.6K +$5.52K +32 +100%
FCG
1481
Financial Connections Group
California
$11K +$11.2K +65 New
SFSG
1482
Sound Financial Strategies Group
Mississippi
$10.1K +$6.21K +36 +189%
VCM
1483
Versant Capital Management
Arizona
$9.87K – – –
PWM
1484
Parkworth Wealth Management
California
$9.51K – – –
MS
1485
Marshall & Sullivan
Washington
$9.32K +$8.8K +51 New
AEPWM
1486
Atlantic Edge Private Wealth Management
Florida
$9.14K -$1.55K -9 -15%
MSG
1487
Main Street Group
Virginia
$9.14K +$8.63K +50 New
GWM
1488
Grand Wealth Management
Michigan
$8.78K -$7.77K -45 -48%
AF
1489
Alerus Financial
North Dakota
$8.78K +$8.28K +48 New
OHWP
1490
Oak Harbor Wealth Partners
North Carolina
$8.78K +$8.28K +48 New
HWM
1491
HighMark Wealth Management
Minnesota
$8.43K +$7.94K +46 New
TLA
1492
Tanglewood Legacy Advisors
Texas
$7.5K – – –
RPA
1493
Redwood Park Advisors
California
$7.31K +$6.9K +40 New
WOSD
1494
WFA of San Diego
California
$6.22K +$5.87K +34 New
AW
1495
Affinity Wealth
Ohio
$4.75K – – –
FNWA
1496
Financial Network Wealth Advisors
Utah
$4.57K -$9.84K -57 -70%
PMIM
1497
Prudent Man Investment Management
Colorado
$4.27K – – –
LCM
1498
Logan Capital Management
Pennsylvania
$4.2K -$11.2K -65 -74%
BWM
1499
Bernard Wealth Management
Michigan
$3.89K – – –
MFC
1500
Morris Financial Concepts
South Carolina
$3.84K – – –
58 59
60
61 62